Dividend Assets Capital, LLC
Dividend Assets Capital, LLC is an SEC-registered wealth manager in Ridgeland, SC with $540.8M assets under management (AUM, regulatory AUM), -13% over one year. See who owns Dividend Assets Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129973, SEC 801-62643, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $540.8M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Ridgeland, SC
- Employees
- 7
- Clients
- 400
- CRD
- 129973
- Ownership
- CAMERON, THOMAS, WILLIAM LANE; COGSWELL, JANE, THOMAS; ESTES, JERE, EDWARD; TROSDAL, EINAR, STORM; ALLIN, WILLAM, BAILEY
How much AUM does Dividend Assets Capital, LLC have?
Dividend Assets Capital, LLC reported $540.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Dividend Assets Capital, LLC?
Disclosed owners and executives of Dividend Assets Capital, LLC include CAMERON, THOMAS, WILLIAM LANE, COGSWELL, JANE, THOMAS, ESTES, JERE, EDWARD, TROSDAL, EINAR, STORM, ALLIN, WILLAM, BAILEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.